CoinTracker

Tax Analyst, AI CPA

Product Engineer

Senior Backend Engineer

Backend Engineer

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Account Executive, Professional Services

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CoinTracker is seeking a Tax Analyst for their AI CPA initiative, Jarvis.tax. The role involves empowering the future of tax assistance by working with AI. Responsibilities include building evaluation suites and rubrics to benchmark AI agents against tax scenarios, advising and filing for customers, creating sophisticated workflow diagrams, testing the AI agent with real clients, providing feedback for reinforcement learning, flagging risky AI responses, collaborating with product and engineering teams, and staying current with tax law updates. The company aims to democratize elite tax strategies and improve the client-CPA interface.

Crypto Tax Analyst

<h2>Overview</h2><a target="_blank" rel="noopener noreferrer" class="notion-link-token notion-focusable-token notion-enable-hover" href="https://www.cointracker.io/">CoinTracker</a> makes cryptocurrency portfolio tracking and tax compliance simple. CoinTracker enables consumers and businesses to seamlessly track their cryptocurrency portfolio, investment performance, taxes, and more. We are a globally distributed team on a mission to enable everyone in the world to use crypto with peace of mind. <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.notion.so/cointracker/CoinTracker-is-Hiring-7308c712493940a3b6e62257d283dad8">Learn more</a> about our mission, culture, and hiring process.<h2> Some things we’re proud of</h2><ul style="min-height:1.5em"><li>🛠️ Building foundational tools in the cryptocurrency space</li><li>📄 Over 1M tax forms generated</li><li>💲 $80B+ in cryptocurrency is tracked on CoinTracker (~over 5% of the entire crypto market)</li><li>🤝 Partnered with Coinbase, H&amp;R Block, Intuit TurboTax, MetaMask, OpenSea, Phantom, Solana, and Uniswap</li><li>🗺️ Founders: <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.linkedin.com/in/jonlerner/">Jon</a> previously built TextNow (200M downloads), <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.linkedin.com/in/clodha/">Chandan</a> was previously a product manager at Google &amp; Google[x]</li><li>💼 $100M+ venture capital raised from Accel, General Catalyst, Y Combinator, Initialized Capital, Coinbase Ventures, Kraken Ventures, Intuit Ventures, 776 Ventures, <a target="_blank" rel="noopener noreferrer" class="notion-link-token notion-focusable-token notion-enable-hover" href="https://twitter.com/balajis">Balaji Srinivasan</a>, <a target="_blank" rel="noopener noreferrer" class="notion-link-token notion-focusable-token notion-enable-hover" href="https://twitter.com/chughesjohnson">Claire Hughes Johnson</a>, <a target="_blank" rel="noopener noreferrer" class="notion-link-token notion-focusable-token notion-enable-hover" href="https://twitter.com/gokulr">Gokul Rajaram</a>, <a target="_blank" rel="noopener noreferrer" class="notion-link-token notion-focusable-token notion-enable-hover" href="https://twitter.com/serenawilliams">Serena Williams</a>, <a target="_blank" rel="noopener noreferrer" class="notion-link-token notion-focusable-token notion-enable-hover" href="https://twitter.com/zachperret">Zach Perret</a></li><li>🌴 Awesome <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.notion.so/cointracker/Benefits-b5db95c6d3224ab1ae3a384048cbaee3">benefits</a></li></ul><h2>What we're building - <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.jarvis.tax">Jarvis.tax</a></h2>Empower the future of tax assistance by working at the cutting edge of AI. We believe the interface between CPAs and clients is broken.Clients have to schedule meetings weeks away, can't get answers during tax season, are billed for calls and emails to routine questions, and often can't understand the jargon that CPAs relay to them.On the other end, CPAs waste incredible amounts of time verifying that forms are correct and complete, bothering clients over and over for submissions, and lose client context by switching projects dozens of times a week.We want to build an interface that changes all of that, and we want you to help.<h2>Your mission</h2><ul style="min-height:1.5em"><li>Democratize elite tax strategies to every filer</li></ul><h2>Your one year outcomes</h2><ul style="min-height:1.5em"><li>Build evaluation suites and rubrics to benchmark our ai agent against 90%+ common tax scenarios and questions</li><li>Advise and file for 50-100 customers with 5-star experience</li></ul><h2>What you will do</h2><ul style="min-height:1.5em"><li>🔍 Build Robust Evaluations: Create sets of questions, rubrics, and judges to discover AI missteps and ensure accuracy, completeness, and compliance.</li><li>🗺️ Workflow Mapping: Create sophisticated workflow diagrams that include chains of thought and sources to derive answers from.</li><li>🧪 Test the AI Agent: Manage a small corpus of real clients so that we can test capabilities and iterate quickly when things don’t work.</li><li>🧠 Provide Feedback for Reinforcement Learning: Annotate and correct AI actions, offering guidance to improve tax logic and contextual understanding.</li><li>🚦 Flag Risky or Escalation-Worthy Responses: Identify situations where the AI should defer to a human CPA, and define escalation criteria.</li><li>📈 Collaborate with Product &amp; Engineering: Work intimately with the AI team to transfer knowledge, understand the system, and prioritize features.</li><li>🗂️ Stay Current: Track IRS and state-level tax law updates relevant to AI coverage and update knowledge modules accordingly.</li></ul><h2>What we look for</h2><h3>Role-agnostic</h3><ul style="min-height:1.5em"><li>Impact: Demonstrated ability to drive business impact</li><li>Mission alignment: Hungry and motivated about making progress towards our mission of Enabling everyone in the world to file taxes with peace of mind.</li><li>Trust: Say what you believe. Do what you say.</li><li>Communication: Able to clearly talk about the details and also zoom out to the bigger picture</li></ul><h3>Role-specific</h3><ul style="min-height:1.5em"><li>CPA or tax attorney.</li><li>Tax fundamentals<ul style="min-height:1.5em"><li>At least 3 years of tax preparation and review experience related to high-net-worth individuals and mid-sized businesses.</li><li>Knowledge about relevant code sections, regulations, guidance, and court cases related to various tax topics.</li><li>Ability to properly do tax research and evaluate tax positions for ambiguous scenarios</li></ul></li><li>Communication<ul style="min-height:1.5em"><li>Clear and concise in both written and verbal forms when it comes to communicating tax topics and product value to users.</li></ul></li></ul>The starting salary for this position is between $130,000 - $160,000. The actual compensation offered will be based on a variety of job-related factors including relevant skills, education, and experience. This position also includes equity in CoinTracker and benefits like medical, dental, vision, 401(k), life insurance, and PTO.

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Line of ServiceAdvisoryIndustry/SectorNot ApplicableSpecialismDealsManagement LevelSenior AssociateJob Description &amp; SummaryAt PwC, our people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisitions, divestitures, and restructuring. They help clients navigate complex transactions and maximise value in their business deals. Those in deal integration and valuation realisation at PwC will focus on assisting clients in successfully integrating acquisitions and maximising the value of their investments. You will be responsible for conducting valuations, financial analysis, and developing strategies for post-merger integration.Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn’t clear, you ask questions, and you use these moments as opportunities to grow.Responsibilities:-As a Senior Associate or Manager , the&nbsp; PwC Professional skills and responsibilities for this&nbsp; level include but are not limited to:<div><ul><li>Demonstrate critical thinking and the ability to bring order to unstructured problems.</li><li>Handle, manipulate and analyze data and information responsibly.</li><li>Use a broad range of tools and techniques to extract insights from current industry or sector trends.</li><li>Review your work and that of others for quality, accuracy and relevance.</li><li>Know how and when to use tools available for a given situation.</li><li>Share and collaborate effectively with others.</li><li>Identify and make suggestions for improvements when problems and/or opportunities arise.</li><li>Follow risk management and compliance procedures.</li><li>Keep up-to-date with developments in area of specialism, local and national business and economic issues</li><li>Communicate confidently in a clear, structured, concise and articulate manner - verbally and in materials produced.</li><li>Seek opportunities to learn about how PwC works as a global network of firms.</li><li>Uphold the firm's code of ethics and business conduct.</li><li>Build and maintain an internal and external network.</li></ul>Capabilities / skills and experience required:<ul><li>3-7 years of experience, in a finance, financial/ business analyst&nbsp; or related environment</li><li>Experience working at one of the Big 4 accounting or similar organizations would be an asset</li><li>Research and analysis of technical matters, while utilizing problem-solving skills which includes the analysis of&nbsp; data sets, demonstrating an aptitude for conducting quantitative and qualitative analyses, using the standard suite of Microsoft Office software (Word, Excel, PowerPoint) and&nbsp; Google to execute related deliverables;&nbsp;</li><li>Utilization of effective written and verbal business communication skills when interacting with team members and/or clients in a professional setting.</li><li>Expertise in financial analysis, including financial statements analysis as well as the ability to compute and interpret ratios and trends</li><li>Expertise in business plan reviews, valuations, financial due diligence, and advising SMEs would be a plus</li><li>Ability to conduct economic and market research, in order to articulate the landscape within which the client operates</li><li>Abilities as a team member building relationships, communicating in an organized and knowledgeable manner, and delivering clear requests for information;</li><li>Demonstrating flexibility in prioritizing and completing tasks under time pressure; understanding personal and team roles; contributing to a positive working environment by building solid relationships with team members; proactively seeking guidance, clarification and feedback; and communicating potential conflicts to a supervisor.</li><li>Maintaining confidentiality</li></ul></div>Education Level (minimum requirement plus any additional desirable qualifications):Minimum Degree Required&nbsp;<ul><li>Bachelor Degree in Accounting, Finance; Economics; Business Administration/ Management; or a related field from a recognised university</li></ul>Additional Educational Requirements&nbsp;<ul><li>Completed or pursuing further qualifications such as Certified Business Valuator (CBV) or&nbsp; CFA&nbsp;</li><li>Data analytics skills (Tableau, Power BI, Alteryx);</li></ul>Other Details / Requirements (e.g. travel/other commitments):<div><ul><li>This role may require travel from time to time, and entails flexible work arrangements.</li></ul></div>Education (if blank, degree and/or field of study not specified)Degrees/Field of Study required: Bachelor Degree - Finance, Bachelor Degree - AccountingDegrees/Field of Study preferred:Certifications (if blank, certifications not specified)0. Global: Chartered Financial Analyst (CFA) Credential - Chartered Financial Analyst (CFA) Institute (required), 0. Global: Chartered Business Valuator (CBV) - CICBV (required)Required SkillsOptional SkillsAccepting Feedback, Accepting Feedback, Active Listening, Analytical Thinking, Business Administration, Carve-Outs, Change Management, Communication, Contract Negotiation, Cost Efficiency, Cost Reduction, Creativity, Embracing Change, Emotional Regulation, Empathy, Enhanced Due Diligence, HR Due Diligence, Inclusion, Initial Public Offering (IPO), Intellectual Curiosity, Learning Agility, M&amp;A Strategy, Market Research, Operational Advice, Operational Performance Management (OPM) {+ 14 more}Desired Languages (If blank, desired languages not specified)Travel RequirementsUp to 20%Available for Work Visa Sponsorship?NoGovernment Clearance Required?NoJob Posting End DateJuly 28, 2025

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